Focus Partners Wealth
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Focus Partners Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Focus Partners Wealth’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$102M Buy
2025
Q1 		$92.2M Sell
2024
Q4 		$120M Buy
2024
Q3 		$47.4M Sell
2024
Q2 		$161M Buy
2024
Q1 		$77.8M Buy
2023
Q4 		$33.9M Buy